JOB DESCRIPTION

POSITION: Salesforce Database Assistant DEPARTMENT: Advancement

REPORTS TO: Kathleen Norris, Salesforce Database Administrator

MISSION STATEMENT 1

“The Mission of George Mark Children’s House is to provide an important addition to the continuum of care for children with life-limiting illnesses; enhancing the quality of life for the entire family by offering medical, emotional, spiritual, and respite support in a home-like setting that is full of life and activity regardless of ethnicity, gender identity, religion, sexual orientation, national origin, or

socioeconomic status.”

POSITION SUMMARY

Reporting to the Salesforce Database Administrator, this position will serve as the assistant for the Salesforce donor database system. The Salesforce Database Assistant is responsible for a broad range of tasks related to the efficient operation and management of the Salesforce database. This includes data entry and updating of all donor records, and related information, generating and formatting donor acknowledgement letters, and providing data in report form to staff. The Database Assistant will standardize and coordinate the entry of data and mining of information, as well as maintain database integrity. This is a part-time, 60% (24hours per week), hourly, benefitted, non-exempt position.

ESSENTIAL FUNCTIONS OF THE JOBSalesforce Database Administration (60%)

1. Assist with the timely processing of incoming gifts via check, credit card, cash, stock and gift in- kind and distribution of donor acknowledgement letters.

2. Assist with tracking using third-party database integrations, including donation platform and Mailchimp.

3. Assist with ongoing maintenance/clean-up of Salesforce database to ensure accurate information for reports and queries.

4. Ensure payments made in donation platform are recorded in Salesforce and new donor profiles.

5. Assist with ensuring donation letters are mailed out in a timely manner, in coordination with front desk personnel/volunteers when applicable.

Special Event, Communications and Community Engagement Support (20%)

1. Supports the Director of Advancement with donor communications, including but not limited to communication tracking, tracking all solicitations for revenue and expenses, mailing lists, and donor recognition reports as requested.

2. Assist with recording corporate sponsorship invoicing and payments for all special events in Salesforce.

3. Assist with production, maintain, and edit mailing lists for events.

4. Assist in the development and maintenance of mailing lists of donors and donor prospects.

5. Assist with communications and event administration.

6. Produce reports from Salesforce to support Development planning efforts.

7. Support with events, grants and communication as needed.

8. Perform other duties, as requested.

Donor Database & Development (10%)

1. Assist with the integrity of the Salesforce database by following all procedures for proper data entry, many of which have been customized to George Mark Children’s House specifications.

2. Assist awareness of fundraising/donor database industry trends and best practices and implements CRM procedural and reporting updates as needed.

3. Assist with input and review, daily gift processing data including gifts from third party portals such as Salsa Engage, Classy, Benevity, Network for Good, Donor Advised Funds and other portals to track Electronic Fund Transfers.

4. Process and acknowledge donations from all sources. This includes coding and entering gifts, soft credits, address updates, new donor entry, identifying duplicates and day-to-day account maintenance.

5. In collaboration with the office admin, prepares and mails gift acknowledgement letters and mailings in a timely manner while ensuring accuracy and attention to detail.

6. Monthly reports detailed by donor giving category for revenue goal tracking purposes as requested by Finance and Advancement Departments.

POSITION REQUIREMENTS

1. Must have the ability to work comfortably in an alternative healthcare setting serving families and children who are seriously ill or dying.

2. Demonstrate ability to communicate effectively to GMCH children-patients, families, caregivers, staff, volunteers, and donors using both written and verbal skills.

3. Interest in and ability to perform tasks in a culturally sensitive manner without regard to age, ethnicity, religion, national origin, or socioeconomic status.

4. This position requires conduct of the highest professional and ethical standards with patients, families, staff, volunteers, and donors at all times.

5. Applicant must be highly proficient in spoken and written English.

6. Skills required include managing multiple, competing and varied tasks, time management, listening skills, problem solving, decision making, and successfully managing work-flow.

7. Applicant must be able to pay careful attention to details and be able to record data accurately.

8. Ability to maintain the confidentiality of information regarding company financials and other information.

9. Ability to operate a computer with Salesforce software and Microsoft Windows Office Suite software, specifically Excel, Word, and Outlook

EDUCATION AND EXPERIENCE

1. Minimum Associate Degree

2. 1-4 years of relevant experience

3. Experience maintaining CRM data including experience in report writing and analyzing data.

4. Experience with Salesforce Non-Profit Success Pack (NPSP) and implementation preferred.

5. Experience with Donation platforms.

6. Salesforce Certification not required, but preferred.

PHYSICAL, MENTAL AND ENVIRONMENTAL REQUIREMENTS

Working conditions in the interior of GMCH are clean, well-lit and free from extremes of temperature and humidity. Working conditions in outside areas of GMCH are subject to extreme variations in temperature and humidity, and may include wind and rain. Ability to sit, climb, reach, stand and bend, have use of both legs and hands, possess the ability to have broad range of wrist/arm motion. Ability to grasp/hold objects and tools. Must be able to lift up to 50 lbs. alone and up to 75 lbs. with assistance. Hearing sufficient to understand conversations, both in person and on the telephone. Reasonable accommodations will be made for some physical demands and mental demands for otherwise qualified individuals who require and request such accommodations

Job Type: Part-time

Pay: $30.00 per hour

Expected hours: 24 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Choose your own hours

Work Location: Hybrid remote in San Leandro, CA 94578